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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,158 | $108,673+422.8% | $74,713+660.5% | $152,870+271.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -12.45% | 114.08%-126.5pp | 752.99%-765.4pp | 345.34%-357.8pp |
| Employer contribution / active EE | $500 | $1,503-66.7% | $1,084-53.9% | $4,763-89.5% |
| Participant deferral / active EE | $0 | $2,713-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,904-100.0% | $3,334-100.0% | $11,597-100.0% |